Methods and systems for grouping and prioritization of leads, potential customers and customers

ABSTRACT

A networked communication system allows a vendor that maintains a web site to prioritize, select, and establish human-assisted interaction with visitors to the website. The vendor&#39;s human help agents are provided with intuitive interfaces that depict visitor priority based on agent-specific ranking rules. Agents can manage these rules to optimize their performance in responding to visitors, and thus improve the quality of visitors&#39; experiences.

FIELD OF THE INVENTION

The present invention relates generally to e-commerce, and in particularto methods and systems for grouping and prioritization of websitevisitors for providing live, human-assisted support.

BACKGROUND

Websites offer many products and services to consumers. Millions ofwebsites exist, and the number continues to grow. Because such a largenumber of websites is available, visitors have ready alternatives. Thus,many will simply abandon a website if the visitor experience seemsunsatisfactory, and a potential sale is lost. As a consequence, websiteoperators compete aggressively to attract and retain visitors, andfurther compete to convert website visits into sales.

A satisfactory visitor experience is more likely to result in a salethan an unsatisfactory one. Factors affecting the visitor experienceoccur in real time and may include questions regarding pricing,selection, product and service descriptions; and warranty, return, andshipping policies. Website navigability and responsiveness (performance)are also factors. Website performance may be influenced by the webbrowser or application used by the visitor, e.g., Google Chrome, MozillaFirefox, Apple Safari, or by a mobile application. The platform on whichthe browser or application operates, e.g., a desktop or mobile device,may also influence performance. Similar issues exist with respect tonavigating physical locations such as a store, and consumer interactionwith email messages directed to consumers by a vendor.

Website operators have powerful incentives to enhance the visitor'sexperience by, e.g., engaging the visitor in real time with a humanagent via, e.g., a written or oral conversation, or “live-chat.” Thetask is daunting, however, because websites may attract tens ofthousands of visitors at any given moment, and there are typically toofew agents to serve every visitor. It is therefore necessary to provideinformation and tools to agents that enable them to rank, e.g., toprioritize and group, visitors, and to determine which visitor should beengaged first in a website, a physical site, or in a messagingenvironment. For example, a store having a suboptimal physical layoutmay nevertheless provide a satisfactory visitor experience, e.g., byhelping the visitor expeditiously select a product and receive adiscount, through agent assistance via, e.g., a smart phone. As withbrowsing in an electronic environment, e.g., a website, experientialdata relating to physical activity, e.g., product interest based onlocation and time information, time spent in a store aisle, and timespent viewing a product, are collected with respect to a visitorbrowsing a physical environment.

BRIEF DESCRIPTION OF THE FIGURES

The present invention is illustrated by way of example, and not by wayof limitation, in the figures of the accompanying drawings and in whichlike reference numerals refer to similar elements and in which:

FIG. 1 depicts a networked communication system 100 that allows a vendorthat maintains a website to prioritize, select, and establishhuman-assisted interaction with visitors to the website.

FIG. 2 is a flowchart 200 depicting a method for ranking, e.g., groupingand prioritizing, visitors to a website using the example of FIG. 1.

FIG. 3 depicts an agent's view 300 in accordance with an embodiment thatdepicts service priority by placing visitor icons 305 at discretedistances from a reference location 310 at or near the center.

FIG. 4 depicts an exemplary view 400 for depicting visitor priority.

FIG. 5 depicts an exemplary view 500 for depicting visitor priority inaccordance with another embodiment.

FIG. 6 depicts a view 600 for depicting visitor priority in accordancewith another embodiment.

FIG. 7 depicts yet another view 700 for depicting visitor priority.

FIG. 8 depicts yet another view 800 for depicting visitor priority.

FIG. 9 depicts yet another view 900 for depicting visitor priority.

FIG. 10 depicts a screen shot 1000 of a user interface that allows anagent to customize his or her visitor-ranking rule set.

FIG. 11 graphically depicts interaction between a visitor 1100 and asales representative 1105 using a flow of simplified webpages.

FIG. 12 depicts a user interface 1200 that allows users to adjustcertain advanced settings discussed in connection with FIG. 8.

FIG. 13 depicts a flow diagram 1300 for configuring and rendering viewsof visitor and visitor-group priority in accordance with one embodiment.

FIG. 14 depicts a view 1400 for identifying visitors in accordance withone embodiment.

FIG. 15 depicts a view 1500 for prioritizing visitors in accordance withone embodiment.

FIG. 16 depicts a view 1600 for monitoring visitors in accordance withone embodiment.

FIG. 17 depicts a suitable prior art computing environment 1700 in whichthe invention may be implemented.

DETAILED DESCRIPTION

FIG. 1 depicts a networked communication system 100 that allows a vendorthat maintains a website to prioritize, select, and establishhuman-assisted interaction with visitors to the website. Communicationsystem 100 also allows a vendor to prioritize, select, and establishhuman-assisted interaction with visitors to a physical location(physical visitors), e.g., a store, and with email users, e.g., those towhom email messages have been directed by the vendor. For convenience,all such visitors are simply referred to as visitors. For furtherconvenience, websites include websites and servers using or responsiveto web beacons and may also include websites or servers receivingvisitor experiential information, and may be hosted by a vendor, a thirdparty, or a live-chat application. The experiential information isreceived by a sales-chat application such as Zoho SalesIQ provided byZoho Corporation of Pleasanton, Calif. in one embodiment. The vendor'shuman help agents are provided with intuitive interfaces, e.g., one ormore multidimensional vectors (“vectors”) depicting visitor prioritybased on agent-specific ranking rules. Agents can manage these rules tooptimize their performance in responding to visitors to a website, andthus improve the quality of visitors' experiences.

System 100 includes an application server 101 that supports a live-chatapplication, a website-hosting server 102, and a vendor 103 representedby user interfaces 103A and 103B. User interfaces 103A and 103B arerendered by client applications running on vendor computers andcontrolled by human agents 105 and 107 employed or contracted by thevendor (e.g., the entity who owns or otherwise controls the website ofinterest to the visitors). System 100 also includes a wide-area network(WAN) 106, e.g., the Internet, that facilitates communication withthird-party data servers 110 and the client devices of website visitors,including a first client device 115 of a first visitor 120 and a secondclient device 125 of a second visitor 130.

Visitors 120 and 130 interact with webpages served by e.g. hostingserver 102 on behalf of vendor 103. The webpages (not shown) includeembedded scripts that communicate user activity to application server101. While visitors 120 and 130 browse those pages, usage statisticsreported to server 101 via the embedded scripts are used to prioritizeagent response. Such usage statistics gauge visitor interest and timespent on a given page, for example. Server 101 prioritizes visitors andcommunicates visual representations of visitor priority to agents 105and 107 via user interfaces 103A and 103B. In this example, interfaces103A and 103B present agents 105 and 107 with icons 135, visualrepresentations of visitors 120 and 130, on one or more concentriccircles. The circles indicate visitor service priority, with smallerradii indicating higher priority in this example. Agents 105 and 107 canthen select a relatively high-priority visitor—e.g. by a mouse click toan icon 135 on the smallest circle—to initiate live help.

Server 101 responds to an agent's selection of a visitor icon byinitiating a pop-up window 132 on the selected visitor's client device115 or 125. Window 132 inquires whether the visitor desires live text,audio, or visual support. Should a visitor interact with window 132 toanswer in the affirmative, their client device conveys the visitor'sresponse to application server 101, which then facilitates the requestedsupport communication between the agent and selected visitor by e.g.exchanging required contact information or establishing a communicationchannel between the visitor and agent.

Server 101 also responds to one more communications it receives inresponse to a person opening an email message, typically a sales ormarketing email sent by a vendor to a recipient, the email including oneor more web beacons including a first tag data, e.g., a uniquely namedlink address, e.g., to an image on a server, e.g., server 101. The firsttag data is recorded in a customer data record, thereby associating itwith the recipient. A web beacon is an object embedded in an emailmessage that requests content, e.g., the uniquely named link address.The request for content is typically made when the email message isopened by a user. The image may be practically invisible, e.g., a 1pixel image, or larger. Upon receipt of a first communication, server101 logs its contents. The information included in the firstcommunication includes the first tag data and also includes firstmetadata, e.g., an internet protocol (IP) address of the devicetransmitting the communication, an operating system, e.g., Android 5, abrowser version, and other device and user-identifying information.

Server 101 cross-references the first tag data with customer data, e.g.,CRM, thereby identifying the recipient relating to the vendor's email.Once the recipient who opened the email is identified, server 101prioritizes her as an email user (also an email visitor) in the samemanner as it prioritizes a website visitor, and communicates a visualrepresentation of the recipient's priority to agents 105 and 107 viauser interfaces 103A and 103B, e.g., email user “Audra” (325) inAustralia depicted on the outer circle of FIG. 3. Priority may bedetermined as with a website visitor based on experiential data asdescribed more fully below with respect FIGS. 3-9, and with respect tostatus and elapsed time, e.g., email activity, relating to whether andwhen a particular message is “opened” or “not yet opened” by arecipient. For example, Audra (325) is on the outer circle of FIG. 3,indicating her message, sent 66 minutes and 32 seconds ago, is unopened.A flag, in one embodiment a lower case “e,” identifies Audra as an emailuser. Email user Gina (330) is positioned on an inner circle, indicatingher message was opened 10 minutes and 20 seconds ago. Email user Prue(335) from Australia is also on an inner circle, but farther clockwisethan Gina, visually signaling that Prue's message was opened longer ago,i.e., a greater elapsed time at 53:27, than Gina's message (10:20). Theagent may therefore easily determine at a glance whether to give higherpriority to Gina or Prue. The agent may communicate with Prue (335) viafollow-up email, for example by “dragging and dropping” a coupon offeronto icon 335. The agent may similarly communicate with Audra (325) andGina (330).

Servers 101 and 102 can include an e-commerce website (not shown) with adatabase containing product and service offerings. Each of devices 115and 125, and the clients supporting agent interfaces 103A and 103B, maybe, e.g., a desktop computer, a laptop computer, a mobile device, or asmart phone, and any may be physical or virtual. Application server 101includes memory 140, a processor 145, a ranking rules database 150, auser database 155 containing a list of users and user-specific data, andan experiential database 160. Experiential database 160 may be embodied,e.g., in one or more of a local or remote database, browser cookies, orxml files. User database 155 can be used to prioritize visitors to awebsite, also email users, and visitors to a physical location such as astore, but need not be part of server 101. In other embodiments userdatabase 155 is managed by vendor 103 e.g. on hosting server 102 orthird-party data server 110.

Server 101 may be embodied in a single physical server, or in amultiplicity of collocated or physically separate physical or virtualcomponents, interconnected over a local-area network (LAN), wide-areanetwork (WAN), or in a cloud-computing environment. All or any portionof the live-chat or live-help software may be self-hosted or hosted by athird party. Efficiencies, costs, and the ability to scale may befactors determining which configuration to adopt. For example, websitehosting, live-chat applications, customer relationship management(“CRM”) applications, and productivity applications, e.g., documentprocessing, may be provided as cloud services. Communication amongvarious components may be via wired or wireless technology. Typically,software application platforms, e.g., “Live Desk” and CRM applicationsprovided by Zoho Corporation, are hosted on application servers. Theapplication servers may utilize database storage for storing applicationrelated data, e.g., ranking rules, user data and experientialinformation. Websites and computing services, whether self-hosted or ina cloud, may be accessed via computing and communication devices, e.g.,desktop computers, laptop computers, mobile devices, smart phones, andtablets, by website visitors. Similarly, the agents and renderings(between agents 105 and 107 and server 101) may, with respect to serversor one another, be co-located, physically separate, and accessible via,e.g., a LAN or WAN.

FIG. 2 is a flowchart 200 depicting a method for ranking, e.g., groupingand prioritizing, visitors to a website using the example of FIG. 1. Tobegin (step 205), visitors 120 and 130 use their respective clientdevices 115 and 125 to navigate a website on hosting server 102. Thewebsite might be a travel site, for example, with options that mightoverwhelm would-be purchasers. As visitors 120 and 130 peruse the site,scripts embedded in the web pages report experiential information 210 toapplication server 101, which records this information in experientialdatabase 160. Experiential data can include e.g. the time visitors spenton a site, browsing selections, IP address, and browser type.Experiential data might also track the current visitor interaction, suchas to detect potential visitor dissatisfaction (e.g., did the visitormake it partially through a purchase and pause or start over?).Experiential information 210 may be recorded in, e.g., one or any of aformal database, browser cookies, or xml files (step 215). Monitoringvisitors' website experiences allows agents 105 and 107 to determinewhether visitors are being served quickly and efficiently, and to detecterrors and bottlenecks. Such feedback could move a visitor ahead in alive-chat queue.

Application server 101 may maintain or have access to user database 155,which can include additional visitor information useful in prioritizingagent interventions. If a visitor can be identified, server 101 accessesdatabase 155 (step 220) to obtain any personal data that can be usefulin prioritizing visitors for heightened or better targeted interaction.For example, personal identity details may be accessed from userdatabase 155, e.g., a CRM database, which may be self-hosted or hostedby a third party. The visitor experience may be recorded in anexperiential database, e.g., one or any of a formal database, browsercookies, or XML files, to obtain information relating to, e.g., timespent on website pages, navigation history, and search behavior. Userand experiential databases may be updated in real time during visitorvisits, or may be updated separately by, e.g., the agent or websiteoperator. Such information about website visitors may provide insight toagents and website operators relating to products or services that maybe of interest to website visitors, and may also provide criticalfeedback concerning the design and layout of a website or mobileapplication. Other metrics might relate to prior purchases, amountspurchased, credit history, effectiveness of prior live-chat sessions,text or voice preference, language preference, or interest in aparticular product or service.

The method employed by server 101 ranks visitors 120 and 130 responsiveto experiential information 210 and any corresponding user informationfrom database 155 (step 225). This ranking is based on ranking rulescontained within rules database 150 (FIG. 1). The ranking rules are notfixed, nor are they the same for each of agents 105 and 107. Rather,each agent can select their one set of ranking rules (step 227), and canupdate them as desired. Agents can therefore experiment to find the setof ranking criteria that works best. For example, agent 105 may findthat a bias in favor of Spanish-speakers who prefer text interactionallows him or her to improve sales, whereas agent 107 performs betterwith visitors who prefer spoken English. Agents may be provided adefault rule set, or may step through an initial set-up process toestablish a custom set. Feedback indicative of the success or failure ofother agents may also be used to modify rule sets, or to suggest suchmodifications. Agents or their supervisors can then actively modifytheir rule sets in an effort to improve agent or visitor interaction andexperience. Whatever the rules and data, the ranking of step 225prioritizes interactive assistance for each agent, e.g., agents 105 and107 of FIG. 1 and renders agent-specific views 235 (step 230) for userinterfaces 103A and 103B. These views 235 are conveyed as e.g. web pagesthat depict the rankings of step 225 individually or in priority groupsalong one or more priority axes. In step 240, user interfaces 103A and103B display views 235 that depict the rankings of step 225. Returningto the example of FIG. 1, user interfaces 103A and 103B illustratevisitor priority relative to a central reference point 170. Visitors aredepicted as square icons arranged in concentric rings surrounding point170, with those rings closer to reference point 170 connoting higherpriority. Visitor priority is thus clearly evident to agents 105 and 107as a distance from point 170. One of the visitor icons 175 is shaded toidentify visitor 120, and to show that the rankings employed to renderthe views for interfaces 103A and 103B give visitor 120 a lower priorityfor agent 107 than for agent 105. Priority information is distributedacross both the X and Y axes of interfaces 103A and 103B so agentsreceive visitor-priority feedback in two spatial dimensions, moregenerally, multiple spatial dimensions. This simple, intuitive interfaceallows agents to select an appropriate visitor to communicate with, andto effectively make other informed decisions in real-time. Otherembodiments render three-dimensional icons to depict additional priorityinformation along a Z axis.

Returning to FIG. 2, an agent selects one of the visitor icons (e.g.,icon 175) via the respective user interface (step 250). The clientcomputer supporting the agent's user interface conveys the visitor ID255 of the selected icon to application server 101. Responsive tovisitor ID 255, application server 101 sends an invitation 265 to theclient device associated with the agent's selected visitor (e.g., device125 for visitor 130) inviting the visitor to communicate with the agent.For example, the visitor's client displays a “live-chat” window offeringlive text, voice, or video support (step 270). In another embodimentvisitors that reach a specified priority level are automatically invitedto communicate with an available agent, possibly overriding the agent'spreferred rules.

If the visitor accepts the invitation (decision 275), the applicationserver facilitates the communication offered via the invitation (step280). The communication facilitated in step 280 may be, e.g., written orvoice chat, email, or telephone. The method records service metrics 285that may be used, e.g., to gauge agent effectiveness, and updatesranking rules 290 to reflect, e.g., the status of the visitor. Returningto 227, ranking rules may also be updated by a given agent at any time.The method may be practiced simultaneously with respect to amultiplicity of, e.g., first and second agents, visitors, rankings,renderings, views, communications, and updates. For example, first andsecond agents may simultaneously view respective first and secondrankings or simultaneously update ranking rules. Agents may therefore beincentivized by the website operator or live-chat service provider tocompete for effective visitor service. Service metrics may be recordedand used by the website operator to gauge the efficacy of agents'strategies, to reward agents, and to apply particularly effectivestrategies to other agents.

The recording of visitor experiential information to, e.g., theexperiential information database, browser cookies, and directly to anagent application, e.g., Live Desk, may be enabled for a given websiteby embedding a script, e.g. some JavaScript code, in some or all pagesof the website. For mobile devices, JavaScript code or an ApplicationProgramming Interface (API) may be used within a mobile application. Thecode provides real-time tracking of visitor experiential information,e.g., visitor interaction with the elements of the website such asimages, video, links, icons, forms and webpages. Further examplesinclude mouse-over (hovering) actions, mouse-clicks, URL accesses, andicon activations on, e.g., a touch screen interface. Web browser ormobile application characteristics such as version number and device IPaddress may also be recorded. Website visitors may be new or returning.Associating a visitor with e.g., a user database, aids in the ranking byproviding historical information concerning visitors such as the numberof prior visits.

FIG. 3 depicts an agent's view 300 in accordance with an embodiment thatdepicts service priority by placing visitor icons 305 at discretedistances from a reference location 310 at or near the center. Theagent's view may be accessed from within a CRM application, e.g., via aseparate tab corresponding to the view, or via a native application.Visitor icons 305 are collected into nested, concentric proximitygroups, one for each priority distance 315. In this example, eachpriority distance is a radius, and each icon 305 includes a name field,populated by a number if the name is unknown, a time-on-site field, anda country field. Agents can customize the number and contents of thesefields in some embodiments. For example, one agent may prefer a languagefield over a country field, while another might prefer a country fieldonly if language is unspecified for a given visitor. Each of aconstellation of star icons 320 represents a visitor for which there isinsufficient room on the outer priority grouping, or that has anassigned priority that is insufficient to merit ranking, or that doesnot satisfy any ranking criteria.

Icons 305 and 320 may convey information different from what is shownhere, or may convey the same information differently. For example,region or nationality could be conveyed using flags colored tocorrespond to each visitor's country of origin. The icon, whenactivated, may display a window with more detailed visitor informationand a menu of optional actions, e.g., to initiate a text, audio, video,or telephonic live-chat session with the visitor or to send the visitoran email. An image of the agent or other agent-identifying informationmay be placed at the center of the circle and conveyed to visitorsawaiting or involved in a live-help (e.g. live-chat) session. Amouse-over action by the agent on a circle of a given radius displaysthe criteria associated with the corresponding visitor or visitor group.

To motivate agents, examples of other information to include at thecenter of the circle or elsewhere include: (1) a performance target forthe agent (2) current active live-chat sessions (3) and a recent agentperformance score/rating. This information may be shared with otheragents to entice them to increase their performance score/rating.

In one embodiment the display of a group on the graphical interface maybe collapsed or otherwise reformatted with a pre-defined input on theinterface (e.g. activation of a special icon for that purpose placed ata convenient place on the circle) from the vendor or agent. A collapsedcircle may be displayed as an icon so that the agent may activate it toexpand it back into view. A collapsed circle may be expanded back to theregular display of the circle with a corresponding pre-defined inputfrom the agent (e.g. activation of an icon for that purpose). Thisallows agents to temporarily hide one or more groups in the display totailor the display to suit their needs.

Default rules and criteria are provided in case no visitor priorityorder is configured for a given vendor or agent. In a variation of thisembodiment the end-users within a group may be categorized further intosub-groups depicted based on a specification or configuration defined orselected by the website owner or agent(s). In one example a sub-groupmay be depicted with a special or distinguishing color or shape. Inanother example the sub-group may be displayed in a manner thatspatially distinguishes it on the display (in the case of a circledisplay for the group, the sub-group may occupy a portion of the circlecorresponding to a sector of the circle associated with that sub-group).

In another embodiment more than one set of concentric circles may beconfigured and rendered with each set corresponding to a separategrouping and prioritization of visitors. This allows differentdimensions of criteria to be tracked separately. For example one set maydeal primarily with product categories and another set may dealprimarily with geographical locations. This would allow the websiteowner or agent to take appropriate actions based on the grouping andprioritization in each set separately. In a variation of this embodimenteach set may be displayed under a separate tab and the tab may beselected to view the corresponding set.

In another embodiment, visitor priority and dimensions of criteriarepresent physical activities in a traditional, e.g., “brick and mortar”store, analogous to website browsing. A vendor provides location-basedservices, e.g., one or more of Bluetooth, Wi-Fi, Geo-Fencing,magnetometers, and accelerometers, which in conjunction with anapplication on a client device, e.g., a smart phone, provide real-timedata corresponding to a potential customer's browsing within the store.A server or the website receives experiential data from the clientdevice in accordance with one embodiment. One dimension, e.g., radius315, represents time spent by the potential customer, or in-storeprospect, in a location. A concentric ring represents the location,e.g., an aisle or region of a store, or a product or product categorywithin the location. Position along the concentric ring, a seconddimension, indicates duration in the location, e.g., farther alongclockwise indicates longer duration. An in-store sales representative(agent) may receive an alert and take appropriate action, e.g., byoffering to help the prospect, including offering a coupon. An agent notin the store may also offer a coupon, e.g., for a product discount, tovisitors prioritized on the inner circle depicted in FIG. 3 by “draggingand dropping” a coupon onto the circle. Alternatively, the agent mayoffer a coupon to individual visitors, e.g., “Patricia” and “525333,” byrespectively “dragging and dropping” a coupon onto each visitor. Theagent may do so individually, or may highlight and select “Patricia” and“525333” as a group, and drop the coupon into the group.

In another aspect, radius 315 represents priority, and placement of anin-store prospect on a concentric circle includes factors similar tothose considered in the context of a website visitor, e.g., time spentvisiting a particular location or with particular categories ofproducts, or an amount of potential sales revenue. Moreover, in thecontext of a brick-and-mortar store, a retailer's desire to moveinventory—particularly if a prospect is showing interest in productsrelating to that inventory—is an additional factor in determiningpriority.

In another aspect, helpful information or a coupon is automatically,e.g., via an intelligent trigger, transmitted to the client device,e.g., via the application. The intelligent trigger may be effectuated bya customized script, e.g., via Javascript API, or natively executable bythe application or a web browser. For example, a coupon personalized tothe prospect in a particular shopping scenario, e.g., while in an aislenear products of interest, e.g., cosmetics, groceries, appliances, or inthe case of a website visitor, while on a certain page displayingproducts of interest, may be displayed in the application or in a webbrowser. The customized script may be customized manually by an agent,or may be customized automatically, e.g., programmatically, in realtime, in a context involving customer data, e.g., a CRM system takinginto account prospect history, e.g., browsing, total spend, productinterests, demographic information, and other factors. Other factors mayinclude a brick-and-mortar's need to move stale inventory, thus aspecial offer may be advantageously offered automatically “on-the-spot”to a prospect showing interest in product corresponding to the staleinventory. Other factors may include recognizing that the in-storeprospect is in a competitor's store, and sending an enticing real-timeoffer to the prospect to win the prospect's business. The intelligenttrigger is similarly developed and deployed in the context of websitevisitors, and may be triggered by an agent in a live-chat application,or automatically in response to visitor activity.

FIG. 4 depicts an exemplary view 400 for depicting visitor priority.Like view 300 of FIG. 3, visitor icons 405 are collected into nested,concentric proximity groups, with higher-priority icons closer to thecenter. Unlike view 300, however, view 400 is organized like a clockface and priority is displayed as a function of both distance and anglewith respect to the center reference. In this example, each icon 405 ina given ring is additionally ranked using a priority angle, with later“times” indicative of greater priorities. Priority for a given icon 405can thus be defined by a priority distance 410, which may be depicted inthe view or imagined by the agent.

FIG. 5 depicts an exemplary view 500 for depicting visitor priority inaccordance with another embodiment. In this example, visitor icons 505follow a spiral path 510, gaining priority as they approach the centerreference. Distance and angle are both used to convey the sense ofpriority. Icons 505 need not follow or remain on the path, as visitoricons 505 can move about based on e.g. the applied rules and learnedexperiential data, or can be removed from path 510 should the visitormove away from the website or be helped by another agent. In general, anagent provided view 500 would tend to select icons 505 near the centerto initiate live visitor interaction. Stars 515 represent visitors that,while active on the website, are not yet on spiral path 510.

FIG. 6 depicts a view 600 for depicting visitor priority in accordancewith another embodiment. Visitor icons, not shown, are collected into apattern of concentric rectangles rather than circles. Other shapes arepossible, as will be readily apparent to those of skill in the art.

FIG. 7 depicts yet another view 700 for depicting visitor priority.Visitor icons, not shown, are collected into a pattern of arcs about areference toward one corner of the view, with priority expressed bydistance from the reference, angle, or both.

FIG. 8 depicts yet another view 800 for depicting visitor priority.Visitor icons, shown as squares, are displayed in a pie chart with threepriority levels L1, L2, and L3. Priority can be expressed by e.g. thesize and/or placement of the pie slices. For example the pieslice/sector may be ranked by position based on an angle measured at thecenter of the pie. Each visitor icon in a pie slice/sector may beadditionally ranked based on distance from the center of the pie.

FIG. 9 depicts yet another view 900 for depicting visitor priority.Visitor icons, shown as squares, are displayed in a chart with threepriority levels L1, L2, and L3. Priority can be expressed by e.g. thesize and/or placement of the pie slices. For example the pieslice/sector may be ranked by position based on an angle measured at thecenter of the pie. Each visitor icon in a pie slice/sector may beadditionally ranked based on distance from the center of the pie.

Views are not limited to the types illustrated above. Variations ofrendering, e.g., discs, ellipses, polygons, and other shapes may beplaced in any configuration suitable for depicting priority, e.g., in asequence adjacent to one another in order of increasing or decreasingsize, or by employing color to signal priority. Graphics for renderinginclude, e.g., bar charts, columns, and tables. In another embodiment,rendering of a group may be collapsed by activating, e.g., a specialicon located on the circle to simplify the display. The circle may bere-rendered by activating the icon again. Agents may be provided a menufor easily switching between views.

The icon representing a website visitor may also have a call-out boxshowing some end-user information such as name or identifier number. Theicon when activated may display a window with more detailed end-userinformation and a menu of options to take actions (such as starting atext live-chat session, audio live-chat session, video live-chatsession, phone session, or sending an email etc.). The smaller thecircle the higher priority the corresponding group of end-users has asper the Website owner or agent. A picture of the agent or otherinformation identifying the agent may be included at the center of thecircle. A mouse-over action by the agent on the circle displays thecriteria associated with the corresponding end-user group. The end-usersthat do not satisfy any of the group criteria set by the agent orequivalently do not fall into any of the groups may be shown as starsoutside/beyond the concentric circles.

In one embodiment the display of a group on the graphical interface maybe collapsed with a pre-defined input on the interface (e.g. activationof a special icon for that purpose which may be placed at a convenientplace on the circle) from the Website owner or agent. A collapsed circlemay be displayed as an icon so that the Website owner or agent mayactivate it to expand it back into view. So a collapsed circle may beexpanded back to the regular display of the circle with a correspondingpre-defined input from the Website owner or agent (e.g. activation of anicon for that purpose). This allows a Website owner or agent totemporarily hide one or more groups in the display to tailor the displayto suit their needs.

In one embodiment the end-users within a group may be displayed in anorder or sequence as specified or configured by the Website owner orAgent. For example the end-users may be displayed in a clock-wise order(on a circle display for the group) based on an ordering index such asname, identifier number and potential value as stored in a CRM database.If no order is configured or specified for displaying end-users within agroup, default ordering rules or criteria may be used such as time spenton the website. In a variation of this embodiment the end-users within agroup may be categorized further into sub-groups and depicted assub-groups based on specification or configuration by the Website owneror Agent. In one example a sub-group may be depicted with a special ordistinguishing color. In another example the sub-group may be displayedin a manner that spatially distinguishes it on the display (in the caseof a circle display for the group, the sub-group may occupy a portion ofthe circle corresponding to a sector of the circle associated with thatsub-group).

In one embodiment more than one set of concentric circles may beconfigured and rendered with each set corresponding to a separategrouping and prioritization of end-users. This allows differentdimensions of criteria to be tracked separately. For example one set maydeal primarily with product categories and another set may dealprimarily with geographical locations. This would allow the websiteowner or agent to take appropriate actions based on the grouping andprioritization in each set separately. In a variation of this embodimenteach set may be displayed under a separate tab and the tab may beselected to view the corresponding set. Third, fourth, and other sets ofpriority axes may be similarly rendered as, e.g., sets of concentriccircles, allowing the agent, and other agents, to take appropriatereal-time actions. For ease of visualization, the concentric circles(corresponding to priority axes) may be tabbed on agents' displays foreasy selection.

FIG. 10 depicts a screen shot 1000 of a user interface that allows anagent to customize his or her visitor-ranking rule set. The interfacemay be activated by selecting a “customize” icon similar to icon 1005from within a dashboard display of a live-chat application. Selectioncriteria may be stored in any or a combination of, e.g., ranking, user,and experiential databases 150, 155, and 160 and may include data itemslisted below. The left column lists criteria for grouping visitors,while the right column provides descriptions for the criteria. Each rowcorresponds to a group, and the row order corresponds to the priority ofthe group.

Grouping Criteria: Description Browser: Browser used by the visitor inthe website. Country: Country of the visitor accessing the website.Current page: Uniform Resource Locator (URL) of the page where thevisitor is accessing. Current page title: Title of the page where thevisitor is accessing. Campaign Source: An Urchin Tracking Module (UTM)is used to identify a search engine, newsletter name, or other source. AUTM is a tracking code that can be attached to a custom URL to tracke.g. a source, medium, and campaign name. The use of UTM tracking codesis well understood by those of skill in the art. Campaign Medium: UTMused to identify a medium such as email or cost-per- click. CampaignTerm: UTM used for paid search e.g.: keywords for the ad. CampaignContent: UTM used for testing and content-targeted ads. Campaign Name:UTM used for keyword analysis to identify a specific product promotionor strategic campaign. Department: Department in the live-chat widget ofthe website. Google Click Identifier: A globally unique trackingparameter (GCLID) used by Google to pass information between GoogleAdWords and Google Analytics. IP address: IP address of the visitorvisiting the website. Landing page: URL of the page where the visitorhas landed in the website. Landing page title: Title of the page wherethe visitor landed in the website. Number of past live-chats: Count onnumber of past live-chats with the visitor. Number of URLs accessed:Count on number of URLs visited by the visitor. Number of visits: Counton number of visit by the visitor in the website. Operating System:Operating system used by the visitor. Referrer: Source from where thevisitor is referred. Region: Region of the visitor in the website.Search engine: Search engine used by the visitor. System status: Statusprovided by the system for the visitor. Time since last action: Timesince last action performed by the visitor in the website. Time on site:Time spent by the visitor in the website. Visitor availability: Visitorsavailability in the website. Visitor Info: Visitor name, email etc. setusing, e.g., JavaScript APIs and displayed to agent Web Embed: Embed(e.g. live-chat widget) in the website where the visitor is accessing.

In the rows depicted in FIG. 10, the first field corresponds to acriteria, e.g. “Browser type,” the second field corresponds a condition(e.g., “is equal to,” “not equal to”, “between”, “is greater than”, “islesser than”, “begins with”, “ends with” or “contains”) and the thirdfield corresponds to a value, e.g., “Mozilla Firefox.” Other criteriacan be used.

In one embodiment the information/data gathered from the grouping andprioritization of visitors (for example in a live-chat applicationplatform) is shared with another Application Platform, such as a CRMApplication platform or other third-party Application platform. Forexample a CRM database in a CRM Application platform may be updated withinformation obtained from end-user tracking based on at least one ofgrouping criteria and prioritization criteria. The CRM database may bemaintained for example by the owner of the visited website or a thirdparty.

Various types of scripts can be embedded into visitor webpages toinitiate and facilitate live-chat, and to otherwise enhance visitorexperience. In this context, a “script” is software code that can beinstalled and executed within a web page by an entity or vendor thatmaintains a website. One way this may be achieved is with an ApplicationProgramming Interface (API) between the live-chat application and theother application to provide for communication of relevant information.

FIG. 11 graphically depicts interaction between a visitor 1100 and asales representative 1105 using a flow of simplified webpages. Salesrepresentative 1105 can be a live-chat agent like agent 105 of FIG. 1, asalesperson with access to a CRM database, or both. In some embodimentsa live-chat agent supports visitors in the manner detailed above, andlive-chat support can be handed off to, or otherwise taken over by, aseparate sales representative.

Visitor 1100 begins with a landing page 1110, such as a home page, thatprovides a listing of products or services. A time script 1115, whichmay not be visible to visitor 1100, reports the time spent on page 1110to sales representative 1105. Visitor 1100 proceeds to a features page1125 to learn more about an item presented in page 1110. Page 1125offers both additional details of potential interest to the visitor anda link 1130 to facilitate a live-chat session should visitor 1100 beinterested in such interaction. A time script 1135 reports the timespent on page 1125 to sales representative 1105. Link 1130 can be partof a script that presents link 1130 to the user e.g. after a certaintime, or when representative 1105 has the time and inclination to askwhether visitor 1100 is in need of assistance. Representative 1105 canprioritize help using the principles detailed above.

In the example of FIG. 11, visitor 1100 is sufficiently interested insome item or feature that he or she moves to a pricing page 1140. A timescript 1145 tracks the time on this page, after a specified periodpresenting a link 1150 prompting visitor 1100 to engage in a live-chatsession. Should visitor 1100 elect to participate by selecting link1150, a window 1155 can prompt visitor 1100 for information that may beof use to representative 1105. Visitor 1100 initiates the live-chatsession by selecting “Start.” Script 1145 also reports the time elapsedsince visitor 1100 began considering pricing page 1140, information thatcan help representative 1105 prioritize visitor 1100 and gauge visitorfrustration and interest. During the live-chat session, representative1105 can e.g. answer questions and otherwise support visitor 1100.

Data collected in a live-chat application may be communicated to otherapplications, such as CRM application or a Support Application. Forexample, the live-chat application may include an ApplicationProgramming Interface (API) to convey visitor data to a CRM application.A tab or other feature can be added to the CRM user interface to conveydetails relating to visits and visitors. The CRM application could, forexample, capture and report visitors' IP addresses, pages visited and bywhom, time spent on each page by each visitor, past live-chats, actionsperformed in the web page, etc. The data collected can be associatedwith the corresponding leads or contacts in the CRM database to aid thesales representative in servicing the visitor during the current visitor some later time.

Integrating live-chat and CRM systems can support customers and sales byalerting sales representatives of the existence and needs of visitorsusing live-chat-session and CRM data. Assume, for example, that salesrepresentative 1105 is a salesperson interacting with the user interfaceof a CRM application. The CRM user interface can present representative1105 with a visitor-notification page 1160 alerting representative 1105of the contemporaneous activity of visitor 1100 and reporting datarelevant to the browsing experience of visitor 1100. The CRM applicationcan present representative 1105 with other information, e.g., asdepicted in visitor tracking views 1400, 1500, and 1600, separately orintegrated with visitor-notification page 1160, about e.g. visitor 1100and products or services potentially of interest to help representative1105 assist the visitor. Sales representative 1105 can then select astart button 1165 to initiate a live-chat session, or otherwiseestablish communication with visitor 1160. Such actions can be reportedback to the live-chat application to alert the agents that the visitoris being served.

Sales representatives with access to visitors' presence and experiencedata can receive a “popup” or other notification whenever a visitorbrowses a relevant website. If required, such notifications can bedisabled, or filters can be put in place to manage the number ofnotifications. For example, a sales representative may establish afilter rule in which he or she will be notified of a visitor only if thevisitor meets specified criteria.

A CRM application in accordance with one embodiment sorts visitors intocategories for representative notification. This categorization can bedone based visitor identity, which may be gleaned from the name and/oremail address provided by the visitor. Category 1 is “customers”: thevisitor identity matches one of the CRM contacts. Category 2 is“customers with potentials in pipeline”: the visitor identity matches anopen potential in the CRM database. Category 3 is “New Visitors”: thevisitor does not match any record saved in the CRM database.

A CRM module (e.g., a lead/contacts module) can be updated to includevisitor 1100 as a lead, and the live-chat transcript and other relevantinformation can be stored for later reference. A partial list ofpotentially relevant information includes a visitor's IP Address, pagesvisited; time and duration on each page or a subset of pages ofinterest; topics, participants, and transcripts of live-chat sessions;actions performed on web pages; and the identity of a referring person,business, or website. Such relevant information may also be collectedand stored for existing contacts/customers as well, and can infusemeaning into subsequent live-chat sessions by e.g. relaying requirementsto save visitor 1100 and representative 1105 (or another representative)time. Integrating live-chat with CRM can thus improve visitor experienceand sales revenue.

In another embodiment the rendering of the interface for grouping andprioritization discussed herein for a live-chat application may beincluded in other software applications such as a CRM application or aSupport Application. One way this may be achieved is with an ApplicationProgramming Interface (API) between the live-chat application and theother Application to provide for communication of relevant information.In another approach the user interfaces for grouping and prioritizationof visitors may be included inside the other application (e.g. CRMapplication or Support application).

In another embodiment the grouping and prioritization may be applied tocustomers/clients within an application (e.g. CRM) that is independentof the live-chat application and the associated user interfaces forgrouping and prioritization may be implemented within the application(e.g. CRM). Customers/clients of the CRM application may or may not bewebsite visitors, as grouping and prioritization can be independent ofvisitor tracking and live-chat applications). The grouping andprioritization criteria may be specific to the CRM application andassociated criteria that are specific to the CRM application. Forexample in a CRM application the customers are categorized/groupedtypically into leads, potential customers, and customers depending onthe stage of relationship or engagement. Some embodiments depict visitorpriority levels for live-chat using this or similar categorizations.Another example may be grouping customers/leads who emailed/mailed theagent in a specified time period. An agent of the CRM application mayconfigure/control the way the grouping and prioritization ofcustomers/clients is done by using the associated user interfaces.

FIG. 12 depicts a user interface 1200 that allows users to adjustcertain advanced settings discussed in connection with FIG. 10. Rows ofthe interface depicted in FIG. 10 can include an “advanced”configuration selection, which when selected presents the agent with theuser interface 1200 to enable advanced configuration for thecorresponding row in the interface of FIG. 10. As in the example of FIG.10, user interface 1200 includes rows containing criteria, condition,and selection fields. The interface of FIG. 12 allows rows to belogically combined, e.g. using OR and AND logic, to provide an advancedconfiguration for the corresponding row in the interface of FIG. 10.Essentially the advanced configuration allows or enables a combinationof two or more criteria for a group (corresponding to a row in theinterface of FIG. 10). In FIG. 12 a combination of criteria is chosen:Country may be either Canada OR Mexico, AND the number of URLs accessedby the end-user should be equal to 5. A skilled artisan will readilyappreciate that other combinations involving logically combined criteriamay also be employed to achieve varying degrees of customization.

Information and data gathered from the grouping and prioritization(ranking) of visitors, e.g., in a live-chat application such as LiveDesk, may be shared with, e.g., a CRM application platform or otherthird party application via, e.g., an API. For example, a CRM databasemay be updated with visitor experiential information based on groupingand prioritization criteria.

In some embodiments visitor data can flow from a CRM database to alive-chat application. As in prior examples, the CRM database can behosted by the same website operator as supports the live-chatapplication or a third party. Exemplary CRM data that may be of use forinitiating or engaging in live-chat sessions are as follows: (1) CRMContact: Contact information of website visitors as stored in CRM; (2)CRM Lead: Lead information of website visitors as stored in CRM; and (3)CRM Potential: Potential value of website visitors as stored in CRM.Such criteria, when made available to the live-chat application, can beused to group visitors in the manner detailed previously. For example,the variable “CRM Potential,” based e.g. on a visitor's prior spendinghabits or credit score, can be considered in depicting visitor priority.

FIG. 13 depicts a flow diagram 1300 for configuring and renderingvisitor and visitor-group priority in accordance with one embodiment.The procedure begins with receiving an activation of a “customize” iconin a dashboard interface by, e.g., an agent in a live-chat application(1305). As a result of that configuration, an interface is displayed toreceive configuration information for grouping and prioritizing visitors(1310). On receiving configuration information (1315), tracking ofvisitors based at least on configuration information is conducted andrendered on the dashboard interface (1320).

FIG. 14 depicts a visitor tracking view 1400 enabling a user, e.g.,sales representative 1105, to identify website visitors and view visitormetrics. Visitor tracking view 1400 may be initiated within a CRMapplication in response to an alert that a visitor, e.g., visitor 1100,a potential or existing customer, is browsing a website. Visitortracking view 1400 may be presented in a standalone window as shown, andmay also be integrated in a visitor-notification window, e.g.,visitor-notification page 1160 discussed with respect to FIG. 11.Visitor tracking view 1400 presents information from a CRM applicationto sales representative, e.g., sales representative 1105, including alist of leads or potential customers 1410, more particularly, Lead(visitor) Name, Company, Phone, and Email address. Other visitor andrelated information may be displayed as will be readily apparent tothose of skill in the art. In the example of tracking view 1400, salesrepresentative 1105 is presented with a notification of a visitor (AlanKreger, fifth position in leads list 1410) currently on line, displayingan open potentials window 1415 and a notification window 1420.

Open potentials window 1415 and notification window 1420 indicatevisitor Kreger is indeed ready to make a purchase. Window 1415 depictsthree (3) pending orders (“Closing this month”) totaling USD 35,000.Notification window 1420 (“Potential Customer Online”) indicates visitorKreger has USD 35,000 pending (1425), and has made eight (8) visits tothe website in three (3) days (1430), most recently three (3) days ago(1435). Visitor Kreger moreover is on-site now, viewing “Offers.html”(1440) for the past 45 seconds (1445), and has been “on site” forfifteen (15) minutes (1450) visiting eight (8) pages (1455). Salesrepresentative 1105 accordingly may elect to chat (1460) with visitorKreger to further assist and close a sale. Note that an appropriatelynamed web page, here, “Offers.html,” advantageously signals to a user,e.g., sales representative 1105, that a visitor appears likely to make apurchase. Other appropriately named pages may be deployed throughout awebsite as will be readily apparent to those of skill in the art.

FIG. 15 depicts a visitor tracking view 1500, which categorizes visitorsfor a user, e.g., sales representative 1105, to prioritize visitors. Asvisitors browse a website, a CRM application collects data relating tovisitor activities, including those described with respect to FIG. 14.In the example of FIG. 15, visitor tracking view 15 depicts a segmentedview of website visitors, enabling a user, e.g., sales representative1105, to prioritize visitors for follow-up activities. Column 1505identifies “Leads/Contacts,” representing visitors in an early shoppingphase relative to a purchase. Notably, none of the visitors depicted incolumn “Leads/Contacts” column 1505 has an identified dollar amount.Column 1510 identifies “Potential Customers” including prospectivedollar amounts for each of three (3) visitors, Mangan (USD 12,000),Conner (USD 65,000), and Anderson (USD 16,000). A user, e.g., salesrepresentative 1105, may elect to focus on visitor “Michael Conner”because he represents the largest potential sale. In response toactivating (1520 Michael Conner's record by, e.g., mouse-clicking orpressing a touch-sensitive screen, the CRM application provides avisitor tracking view 1600 including details relating to visitorConner's browsing, chat and transcript history, described more fullywith respect to FIG. 16 below. Returning to visitor tracking view 1500and FIG. 15, “Customers” column 1515 identifies three (3) visitors,Herthum (USD 14,000), Gracelin (USD 5,300), and Pan (USD 13,000), whoare customers, meaning each has purchased at least once. A salesrepresentative may notice that customer “David Pan” has browsedconsiderably more pages (15) and for more minutes (112) than visitorsHerthum ( 2/14) and Gracelin ( 7/36), indicating Pan may benefit fromassistance. The sales representative may therefore elect to activate(1525) Pan's record to reveal his browsing history and begin providingassistance.

FIG. 16 depicts a visitor tracking view 1600 enabling a user, e.g.,sales representative 1105, to monitor visitors and access visitoractivity history. In the example of FIG. 16 a CRM application providesdetails in column 1605 corresponding to visitor “Michael Conner,”including “Deal of the day” information and a list of activitiesselectable among “Actions performed,” “Past chats,” and “Past visits.” Asales representative may therefore advantageously ascertain a visitor's(Conner's) navigation path, e.g., “flowers list.html” referred from“https://zillium.com/deal-of-the-day_html” and “Time spent,” here, 5pages visited in 40 minutes (1615). The sales representative selects“Past visits” 1625 to reveal that Conner visited various web pages onJuly 1, June 30, June 22, and June 15 for durations respectively of 45,05, 23, and 10 minutes (1620). A check mark adjacent to each visitindicates whether a “Chat” occurred during the visit. Column 1610depicts Conner's “Contact” information (company, phone, email),“Potential Summary” (3 orders won for USD 40,000, 2 orders open for USD65,000), and “Conversation” (mail/requests) history (1610). Based onvisitor tracking view 1600, a sales representative may gain insightsinto Conner's interests and therefore increase her likelihood ofconverting Conner's browsing activities into a sale.

FIG. 17 and the following discussion are intended to provide a brief,general description of a suitable computing environment in which theinvention may be implemented. The foregoing examples are described inthe general context of computer-executable instructions, such as programmodules, executed on client and server computers linked through acommunication network, including the Internet. Generally, programmodules include routines, programs, objects, components, datastructures, etc., that perform particular tasks or implement particularabstract data types. In a distributed computing environment, programmodules may be located in both local and remote memory storage devices,and may be executed by client and server computers.

FIG. 17 depicts a general-purpose computing system 1700 that can serveas a client or a server depending on the program modules and componentsincluded. One or more computers of the type depicted in computing system1700 can be configured to perform operations described with respect toFIGS. 1-13. Those skilled in the art will appreciate that the inventionmay be practiced using other system configurations, including hand-helddevices, multiprocessor systems, microprocessor-based or programmableconsumer electronics, network PCs, minicomputers, mainframe computers,and the like.

Computing system 1700 includes a conventional computer 1720, including aprocessing unit 1721, a system memory 1722, and a system bus 1723 thatcouples various system components including the system memory to theprocessing unit 1721. The system bus 1723 may be any of several types ofbus structures, including a memory bus or memory controller, aperipheral bus, and a local bus using any of a variety of busarchitectures. The system memory includes read only memory (ROM) 1724and random access memory (RAM) 1725. A basic input/output system 1726(BIOS), containing the basic routines that help to transfer informationbetween elements within the computer 1720, such as during start-up, isstored in ROM 1724. The computer 1720 further includes a hard disk drive1727 for reading from and writing to a hard disk, not shown, asolid-state drive 1728 (e.g. NAND flash memory), and an optical diskdrive 1730 for reading from or writing to an optical disk 1731 (e.g., aCD or DVD). The hard disk drive 1727 and optical disk drive 1730 areconnected to the system bus 1723 by a hard disk drive interface 1732 andan optical drive interface 1734, respectively. The drives and theirassociated computer-readable media provide nonvolatile storage ofcomputer readable instructions, data structures, program modules andother data for computer 1720. Other types of computer-readable media canbe used.

A number of program modules may be stored on the hard disk, solid statedisk 1728, optical disk 1731, ROM 1724 or RAM 1725, including anoperating system 1735, one or more application programs 1736, otherprogram modules 1737, and program data 1738. A user may enter commandsand information into the computer 1720 through input devices such as akeyboard 1740 and pointing device 1742. Other input devices (not shown)may include a microphone, joystick, game pad, satellite dish, scanner,or the like. These and other input devices are often connected to theprocessing unit 1721 through a serial port interface 1746 that iscoupled to the system bus, but may be connected by other interfaces,such as a parallel port, game port or a universal serial bus (USB). Amonitor 1747 or other type of display device is also connected to thesystem bus 1723 via an interface, such as a video adapter 1748. Inaddition to the monitor, computers can include or be connected to otherperipheral devices (not shown), such as speakers and printers.

The computer 1720 may operate in a networked environment using logicalconnections to one or more remote computers, such as a remote computer1749. The remote computer 1749 may be another computer, a server, arouter, a network PC, a peer device or other common network node, andtypically includes many or all of the elements described above relativeto the computer 1720, although only a memory storage device 1750 hasbeen illustrated in FIG. 17. The logical connections depicted in FIG. 17include a network connection 1751, which can support a local areanetwork (LAN) and/or a wide area network (WAN). Such networkingenvironments are commonplace in offices, enterprise-wide computernetworks, intranets and the Internet.

Computer 1720 includes a network interface 1753 to communicate withremote computer 1749 via network connection 1751. In a networkedenvironment, program modules depicted relative to the computer 1720, orportions thereof, may be stored in the remote memory storage device. Itwill be appreciated that the network connections shown are exemplary andother means of establishing a communication link between the computersmay be used.

In the foregoing description and in the accompanying drawings, specificterminology and drawing symbols are set forth to provide a thoroughunderstanding of the present invention. In some instances, theterminology and symbols may imply specific details that are not requiredto practice the invention. For example, the wireless handheld devicesdiscussed above are “smart phones” that support many services inaddition to conventional voice functions. Portable computing devicessuch as tablet computers, e.g., an iPad manufactured by Apple, Inc. ofCupertino, Calif., and palm-top and lap-top computers, can be equippedas detailed herein to serve as wireless handheld devices. Moreover, somecomponents or devices are shown directly connected to one another whileothers are shown connected via intermediate components, or wirelessly,e.g., Wi-Fi, Bluetooth, a public WAN, e.g., the Internet, or a cellularnetwork. In each instance, the method of interconnection establishessome desired electrical or logical communication between two or moredevices, as will be understood by those of skill in the art.

Server 101 may be realized as one or more servers, each including one ormore elements shown within server 101, e.g., ranking rules 150, userdatabase 155, and experiential database 160. Server 101 may also beimplemented as discrete servers in which each includes a processor,memory, storage, and modules, self-contained within a server havingdiscrete physical boundaries. In this embodiment, communications amongthe processor, memory, storage, and modules, occur internally. Adiscrete server may also be embodied virtually, e.g., via VMWARE, orVIRTUALBOX. Server 101 may also be implemented in a distributed fashion,e.g., via a “hypervisor” implementation such as VMWARE, or as individual“cloud” services, in which processor, memory, and storage are notnecessarily physically co-extensive. For example, processors 145 may bedistributed across several physical processors communicating over alocal area network. In such implementations, memory 140 may bephysically separate from processor 145 and databases 150, 155, and 160,requiring communication over a potentially insecure communication link.Some embodiments therefore support secure communication links and dataencryption for the communications into and out of server 101. Thecomponents of server 101 may be distributed across local and wide-areanetworks, including the Internet, as will be readily understood by thoseof skill in the art.

Variations of these embodiments, including embodiments in which featuresare used separately or in any combination, will be obvious to those ofordinary skill in the art. Therefore, the spirit and scope of theappended claims should not be limited to the foregoing description. InU.S. applications, only those claims specifically reciting “means for”or “step for” should be construed in the manner required under 35 U.S.C.section 112(f).

What is claimed is:
 1. A method for prioritizing potential sources ofrevenue for a business, the method comprising: obtaining customerrelationship management (CRM) information about the potential sources ofrevenue; ranking the potential sources of revenue responsive to the CRMinformation, the ranking prioritizing the potential sources of revenueaccording to CRM criteria including a potential value that is calculatedby a CRM application and a time during which the potential sources ofrevenue have interacted with the business; rendering a view of theranking, the view depicting the priority of the potential sources ofrevenue along plural dimensions, including depicting visualrepresentations of the priority of the potential sources of revenue asbeing separated from a reference point by a respective distance, theview representing the priority of the potential sources of revenue as avector from the reference point; and conveying the view to a userinterface.
 2. The method of claim 1 wherein obtaining the CRMinformation includes obtaining experiential information from visitors.3. The method of claim 2 wherein at least one of the visitors is anemail user, and wherein the experiential information includes emailactivity.
 4. The method of claim 2 wherein at least one of the visitorsis a physical visitor, and wherein the experiential information includesphysical activity.
 5. The method of claim 2 wherein at least one of thevisitors is a website visitor, and wherein the experiential informationincludes website activity.
 6. The method of claim 1, further comprising,responsive to an input from the user interface selecting one of thepotential sources of revenue in the view, sending an invitation to thatpotential source of revenue to engage in communication.
 7. The method ofclaim 1, further comprising automatically selecting one of the potentialsources of revenue in the view and sending an invitation to thatpotential source of revenue to engage in communication.
 8. The method ofclaim 1, further comprising: obtaining second CRM information; updatingthe ranking of the potential sources of revenue responsive to the secondCRM information, the updating prioritizing the potential sources ofrevenue according the second CRM information; and rendering a secondview of the ranking in response to the updating.
 9. The method of claim1, further comprising collecting the potential sources of revenue inpriority groups, the rendering comprising depicting visualrepresentations of the potential sources of revenue in each of thepriority groups as separated from the reference point by a respectivedistance.
 10. The method of claim 1 wherein the CRM criteria includes anamount of potential sales revenue.
 11. The method of claim 1, therendering including presenting the priority groups as nested shapes. 12.The method of claim 11, wherein the shapes are concentric.
 13. A methodfor prioritizing potential sources of revenue for a business, the methodcomprising: obtaining customer relationship management (CRM) informationabout the potential sources of revenue; ranking the potential sources ofrevenue responsive to the CRM information, the ranking prioritizing thepotential sources of revenue according to CRM criteria including whetherthe potential sources of revenue are leads, potential customers, orcustomers; rendering a view of the ranking, the view depicting thepriority of the potential sources of revenue along plural dimensions,including depicting visual representations of the priority of thepotential sources of revenue as respective locations compared to areference point, the view representing the priority as a distance fromthe reference point and an angle about the reference point; andconveying the view to a user interface.
 14. The method of claim 13wherein obtaining the CRM information includes obtaining experientialinformation from visitors.
 15. The method of claim 14 wherein at leastone of the visitors is an email user, and wherein the experientialinformation includes email activity.
 16. The method of claim 14 whereinat least one of the visitors is a physical visitor, and wherein theexperiential information includes physical activity.
 17. The method ofclaim 14 wherein at least one of the visitors is a website visitor, andwherein the experiential information includes website activity.
 18. Themethod of claim 13, further comprising, responsive to an input from theuser interface selecting one of the potential sources of revenue in theview, sending an invitation to that potential source of revenue toengage in communication.
 19. The method of claim 13, further comprisingautomatically selecting one of the potential sources of revenue in theview and sending an invitation to that potential source of revenue toengage in communication.
 20. The method of claim 13, further comprising:obtaining second CRM information; updating the ranking of the potentialsources of revenue responsive to the second CRM information, theupdating prioritizing the potential sources of revenue according thesecond CRM information; and rendering a second view of the ranking inresponse to the updating.
 21. The method of claim 13, further comprisingcollecting the potential sources of revenue in priority groups, therendering comprising depicting visual representations of the potentialsources of revenue in each of the priority groups as separated from thereference point by a respective distance.
 22. The method of claim 21,the rendering presenting the priority groups as nested shapes.
 23. Asystem for prioritizing potential sources of revenue for a business, thesystem comprising: one or more computers configured to performoperations including: obtaining customer relationship management (CRM)information about the potential sources of revenue; ranking thepotential sources of revenue responsive to the CRM information, theranking prioritizing the potential sources of revenue according to CRMcriteria including a potential value that is calculated by a CRMapplication and a time during which the potential sources of revenuehave interacted with the business; rendering a view of the ranking, theview depicting the priority of the potential sources of revenue alongplural dimensions, including depicting visual representations of thepriority of the potential sources of revenue as being separated from areference point by a respective distance, the view representing thepriority of the potential sources of revenue as a vector from thereference point; and conveying the view to a user interface.